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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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30
2
2
0
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13
0
1
CHARLES SCHWAB INVESTMENT ADVISORY INC

Time Period2018-09-30

Total Holdings164

Total Value ($x1000)57,791,376
Activities
New3

Increased97

Unchanged0

Decreased64

Sold Out3

Top 10 Stock Holdingstotal 37.6%
FNDX6.29

SCHX4.84

FNDA3.99

FNDF3.93

SCHP3.86

 
SCHR3.41

VMBS3.39

SCHF3.03

SCHA2.53

VEA2.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FNDX
6.29%
SCHWAB FDT US LG
SCHX
4.84%
US LRG CAP ETF
FNDA
3.99%
SCHWAB FDT US SC
FNDF
3.93%
SCHWB FDT INT LG
SCHP
3.86%
US TIPS ETF
SCHR
3.41%
INTRM TRM TRES
VMBS
3.39%
MORTG-BACK SEC
SCHF
3.03%
INTL EQTY ETF
SCHA
2.53%
US SML CAP ETF
VEA
2.33%
FTSE DEV MKT ETF
FNDE
2.06%
SCHWB FDT EMK LG
FNDC
2%
SCHWB FDT INT SC
SCHH
1.79%
US REIT ETF
HYLB
1.61%
DEUTSCHE USD ETF
SCHC
1.48%
INTL SCEQT ETF
SCHE
1.42%
EMRG MKTEQ ETF
ITR
1.35%
INTR TRM CORP BD
SPY
1.19%
TR UNIT
IAU
1.11%
ISHARES
VNQI
1.04%
GLB EX US ETF
VTEB
1.01%
TAX-EXEMPT BD
VTI
0.93%
TOTAL STK MKT
VCIT
0.89%
INT-TERM CORP
VIG
0.88%
DIV APP ETF
TIP
0.88%
TIPS BD ETF
COMT
0.84%
COMMOD SEL STG
MSFT
0.84%
COM
QQQ
0.77%
UNIT SER 1
ISTB
0.77%
CORE STRM USBD
JNJ
0.76%
COM
SCHD
0.75%
US DIVIDEND EQ
EMLC
0.74%
JP MORGAN MKTS
XOM
0.71%
COM
AMLP
0.7%
ALERIAN MLP
CVX
0.7%
COM
VFC
0.69%
COM
UTX
0.67%
COM
VZ
0.66%
COM
AGG
0.65%
CORE TOTUSBD ETF
MINT
0.64%
ENHAN SHRT MAT
IBM
0.63%
COM
PPG
0.61%
COM
EBND
0.61%
BRCLY EM LOCL
PFE
0.6%
COM
NVS
0.6%
SPONSORED ADR
MBB
0.59%
MBS ETF
T
0.59%
COM
BBT
0.58%
COM
BKLN
0.58%
SR LN ETF
VWO
0.58%
FTSE EMR MKT ETF
ABT
0.57%
COM
LOW
0.55%
COM
BDX
0.54%
COM
CSCO
0.54%
COM
WFC
0.53%
COM
VRP
0.53%
VAR RATE PFD
JPM
0.52%
COM
DEO
0.52%
SPON ADR NEW
WMT
0.51%
COM
ES
0.5%
COM
PM
0.49%
COM
LMT
0.49%
COM
BCE
0.49%
COM NEW
ACN
0.49%
SHS CLASS A
TXN
0.48%
COM
AJG
0.48%
COM
PG
0.45%
COM
VV
0.45%
LARGE CAP ETF
ORCL
0.45%
COM
PH
0.44%
COM
BND
0.44%
TOTAL BND MRKT
RTN
0.43%
COM NEW
OXY
0.41%
COM
CVS
0.41%
COM
IJR
0.41%
CORE S&P SCP ETF
MMM
0.4%
COM
AAPL
0.39%
COM
GPC
0.39%
COM
SPLV
0.38%
S&P500 LOW VOL
KO
0.38%
COM
PXF
0.38%
FTSE RAFI DEV
OMC
0.36%
COM
CMF
0.36%
CALI AMT-FRE ETF
INTC
0.34%
COM
TDTF
0.34%
IBOXX 5YR TRGT
MO
0.34%
COM
PRF
0.34%
FTSE RAFI 1000
SCPB
0.33%
BARC SHT TR CP
CL
0.32%
COM
FTEC
0.32%
MSCI INFO TECH I
HDEF
0.32%
EAFE HGH DV YL
ROBO
0.31%
ROBO STX GLB ETF
TFI
0.3%
NUVN BRCLY MUNI
DE
0.26%
COM
TWOK
0.26%
SPDR RUSSEL 2000
EFAV
0.26%
EAFE MIN VOL ETF
TJX
0.24%
COM
TLT
0.24%
20+ YR TR BD ETF
PDBC
0.23%
OPTIMUM YIELD
ITE
0.23%
BRCLYS INTER ETF
FDIS
0.22%
MSCI CONSM DIS
EMB
0.22%
JP MOR EM MK ETF
SBUX
0.22%
COM
FHLC
0.21%
MSCI HLTH CARE I
SST
0.21%
SHRT TRSRY ETF
LEG
0.21%
COM
PXH
0.21%
FTSE RAFI EMNG
VOO
0.2%
SHS
HYG
0.2%
IBOXX HI YD ETF
FNCL
0.2%
MSCI FINLS IDX
WSO
0.19%
COM
IWM
0.19%
RUSSELL 2000 ETF
XLE
0.17%
SBI INT-ENERGY
VYMI
0.17%
INTL HIGH ETF
XLF
0.17%
SBI INT-FINL
VCR
0.16%
CONSUM DIS ETF
PFFD
0.16%
US PFD ETF
VGIT
0.16%
INT-TERM GOV
PDN
0.15%
FTSE RAFI SML
LQD
0.14%
IBOXX INV CP ETF
IEMG
0.14%
CORE MSCI EMKT
PWZ
0.13%
CALIF AMT MUN
RWR
0.13%
DJ REIT ETF
VCLT
0.13%
LG-TERM COR BD
IPE
0.12%
BARCLYS TIPS ETF
IEF
0.12%
7-10 Y TR BD ETF
PRFZ
0.11%
FTSE RAFI 1500
AGZ
0.1%
AGENCY BOND ETF
PSK
0.1%
WELLS FG PFD ETF
IEI
0.09%
3-7 YR TR BD ETF
JNK
0.08%
BRC HGH YLD BD
VB
0.07%
SMALL CP ETF
MLPA
0.07%
GLBL X MLP ETF
EPD
0.06%
COM
FIDU
0.06%
MSCI INDL INDX
VSS
0.06%
FTSE SMCAP ETF
CMBS
0.05%
CMBS ETF
VYM
0.05%
HIGH DIV YLD
BNDX
0.04%
INTL BD IDX ETF
KMB
0.03%
COM
MMP
0.03%
COM UNIT RP LP
GLTR
0.03%
PHYS PM BSKT
PAA
0.03%
UNIT LTD PARTN
USHY
0.03%
BROAD USD HIGH
BTI
0.01%
SPONSORED ADR
CSJ
0.01%
1-3 YR CR BD ETF
ETP
0.01%
UNIT LTD PRT INT
FTY
0.01%
REAL EST 50 ETF
IAGG
0.01%
CORE INTL AGGR
CIU
0.01%
INTERM CR BD ETF
IFGL
0.01%
INTL DEV RE ETF
DVY
0.01%
SELECT DIVID ETF
PEP
0.01%
COM
GVI
0.01%
INTRM GOV/CR ETF
SHYG
< 0.01%
0-5YR HI YL CP
WM
< 0.01%
COM
ZMLP
< 0.01%
ZACKS HG INC SHS
PFM
< 0.01%
DIVID ACHIEVEV
VIGI
< 0.01%
INTL DVD ETF
EMLP
< 0.01%
NO AMER ENERGY
V
< 0.01%
COM CL A
GLD
< 0.01%
GOLD SHS
VWOB
< 0.01%
EMERG MKT BD ETF
AUY
< 0.01%
COM
EWH
0.4%
MSCI HONG KG ETF
STIP
< 0.01%
0-5 YR TIPS ETF
DWX
< 0.01%
S&P INTL ETF